Solved

Trust journal transfer

Hello,

How do I do a trust journal transfer from one matter to another?

Best answer by JG3

Go to the client/matter in SB billing that wills send the funds. Then select the ‘transfer funds” button under the IOLA section.

When prompted, select the new matter that will receive whatever amount you plan to transfer.

Did you find this topic helpful?

Go to the client/matter in SB billing that wills send the funds. Then select the ‘transfer funds” button under the IOLA section.

When prompted, select the new matter that will receive whatever amount you plan to transfer.

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